Privacy Policy

Legacy Strategic Partners, LLC
Last Updated: January 6, 2026

Legacy Strategic Partners, LLC (“Legacy Strategic Partners,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our digital platforms, or engage with our services, including SMS/text messaging programs.

By accessing our website or using our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

A. Personal Information You Provide

We may collect personal information that you voluntarily provide to us, including:

• Name
• Email address
• Phone number
• Mailing address
• Payment information (processed through secure third-party gateways)
• Information submitted through forms, surveys, applications, or consultations

B. Automatically Collected Information

When you access our website, we may automatically collect:

• IP address
• Browser type
• Device information
• Pages visited
• Cookies and tracking technologies

C. Information From Third Parties

We may receive information from:

• Payment processors
• Affiliate partners
• CRM or lead-generation platforms
• Social media platforms, if you interact with our content

2. How We Use Your Information

We may use collected information to:

• Provide services, coaching, or financial strategy consultations
• Communicate with you (email, SMS, calls)
• Personalize your experience
• Process payments and service enrollments
• Send updates, reminders, promotions, or educational content
• Improve our website, marketing, and customer experience
• Comply with legal and regulatory requirements

3. SMS/Text Messaging

If you opt into our SMS program, we may send:

• Alerts
• Appointment reminders
• Updates
• Promotional messages
• Account notifications

Message frequency varies. Message & data rates may apply.

You may opt out at any time by replying STOP, or request help by replying HELP.

4. How We Share Your Information

We may share information with:

• Trusted  service providers assisting in business operations
• CRM, marketing, SMS, and email platforms
• Affiliate partners connected to your service request
• Legal authorities when required to comply with the law

We do NOT sell your personal information.

5. Data Security

We use administrative, technical, and physical safeguards to protect your information.
However, no system is 100% secure, and you submit information at your own risk.

6. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for their content or privacy practices.

7. Your Choices

You may:

• Opt out of email marketing using the unsubscribe link
• Opt out of SMS by replying “STOP”
• Request access, correction, or deletion of your data by contacting us

8. Children’s Privacy

Our services are not intended for individuals under age 18.

9. Updates to This Policy

We may update this Privacy Policy at any time. Updates will be posted with a new “Last Updated” date.

10. Contact Us

Legacy Strategic Partners
Email: cbrame@legacystrategicpartners.com
Website: www.legacystrategicpartners.com
Mailing Address: 137 National Plaza, Suite 300, National Harbor, MD 20745